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Ranked On: 28 March 2024

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
Sbi Contra Fund -
49.27% 31.66% 26.31% 19.49% 19.01% 50.69% 32.77% 27.25% 20.37% 19.84% 12.25% -6.08% -10.38% 13.43% 0.84 1.02 1.66
Kotak India Eq Contra Fu… -
49.82% 24.82% 20.64% 18.22% 17.40% 51.83% 26.54% 22.30% 19.86% 19.06% 13.06% -10.60% -15.43% 7.90% 0.84 0.56 1.03
Invesco India Contra Fund -
45.32% 22.28% 19.46% 16.76% 19.25% 47.01% 23.78% 20.90% 18.24% 20.87% 12.76% -11.24% -13.35% 1.82% 0.93 0.46 0.86

Return Calculated On: 02 May 2024

Ratios Calculated On: 28 March 2024





Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Invesco India Contra Fund 17438.4 14818.99 65829.6 51665.11 145992.0 108559.44 248455.2 170518.4 697716.0 308498.04 2437920.0 759296.34
Kotak India Eq Contra Fund 17978.4 15131.74 70012.8 54537.62 153294.0 115475.64 271101.6 182905.63 596664.0 322924.32 1906668.0 709021.98
SBI Contra Fund 17912.4 14966.62 82155.6 57180.89 192900.0 138333.9 292219.2 215913.18 683736.0 366161.28 1782684.0 738856.62

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Invesco India Contra Fund 17641.2 14917.78 68270.4 52676.28 154986.0 112469.04 271336.8 179166.12 798408.0 333878.76
Kotak India Eq Contra Fund 18219.6 15248.57 72950.4 55783.51 164184.0 120201.42 298620.0 193456.7 687096.0 351728.76
SBI Contra Fund 18082.8 15048.73 84265.2 58051.3 200196.0 141834.0 307532.4 222930.88 732900.0 382613.64

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %

Invesco India Contra Fund

-13.35 -11.24 -5.15 12.76 8.91

Kotak India Eq Contra Fund

-15.43 -10.60 -3.78 13.06 9.12

Sbi Contra Fund

-10.38 -6.08 -2.75 12.25 8.42

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return

Invesco India Contra Fund

0.86
0.46
0.91
0.39
1.82
0.93
0.93
0.12
1.58
0.5105

Kotak India Eq Contra Fund

1.03
0.56
1.06
0.37
7.90
0.84
0.73
0.16
1.75
5.3634

Sbi Contra Fund

1.66
1.02
1.82
0.40
13.43
0.84
0.82
0.24
2.35
10.4534

As On: 02 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Invesco India Contra Fund
0.00%
1.48%
4.36%
8.52%
29.04%
45.32%
22.28%
19.46%
16.76%
19.25%
18.97%
Kotak India Eq Contra Fund
0.00%
1.60%
3.65%
6.99%
32.66%
49.82%
24.82%
20.64%
18.22%
17.40%
17.04%
SBI Contra Fund
0.00%
1.01%
3.95%
7.39%
29.77%
49.27%
31.66%
26.31%
19.49%
19.01%
16.52%

As On: 02 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Invesco India Contra Fund
0.00%
1.51%
4.46%
8.83%
29.80%
47.01%
23.78%
20.90%
18.24%
20.87%
%
Kotak India Eq Contra Fund
0.00%
1.62%
3.76%
7.35%
33.54%
51.83%
26.54%
22.30%
19.86%
19.06%
%
SBI Contra Fund
0.00%
1.02%
4.03%
7.64%
30.39%
50.69%
32.77%
27.25%
20.37%
19.84%
%

As On: 02 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Invesco India Contra Fund
46.20%
24.92%
23.94%
19.87%
17.96%
17.38%
Kotak India Eq Contra Fund
51.62%
28.92%
26.52%
21.84%
18.81%
16.60%
SBI Contra Fund
48.75%
32.47%
34.17%
26.53%
21.13%
17.07%

As On: 02 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Invesco India Contra Fund
47.90%
26.34%
25.42%
21.26%
19.43%
%
Kotak India Eq Contra Fund
53.66%
30.61%
28.20%
23.42%
20.39%
%
SBI Contra Fund
50.18%
33.62%
35.24%
27.44%
21.95%
%